Wealth Advisory Investment Analyst

Cresset; West Palm Beach (FL); Sur place; USD 60 000 - 90 000; Plein temps

Avantages offerts par ce poste

Competitive compensation package

Medical, dental, and vision insurance

401(k) retirement plan

Health savings accounts

Short and long-term disability insurance

Résumé du poste

A leading investment firm in West Palm Beach is seeking an Investment Analyst to enhance client relationships and support high net worth individuals. The analyst will review portfolios, collaborate with the National Investments Team, and assist with client trades. Ideal candidates will hold a Bachelor's Degree, preferably with CFA® or CFP® designations, have strong problem-solving and communication skills, and thrive in a dynamic environment. This role offers an opportunity for growth under experienced mentorship.

Qualifications

• Strong problem-solving ability and initiative.
• Excellent written and verbal communication skills.
• Ability to prioritize and manage multiple tasks.

Responsabilités

• Review client portfolios and assist with investment recommendations.
• Collaborate with the National Investments Team on client portfolios.
• Assist with client portfolio trades and implementation.

Connaissances

Problem-solving

Communication skills

Organizational skills

Analytical skills

Initiative

Formation

Bachelor's Degree

CFA® or CFP® (preferred)

Outils

Microsoft Office Suite

Salesforce

eMoney

Description du poste

A leading investment firm in West Palm Beach is seeking an Investment Analyst to enhance client relationships and support high net worth individuals. The analyst will review portfolios, collaborate with the National Investments Team, and assist with client trades. Ideal candidates will hold a Bachelor's Degree, preferably with CFA® or CFP® designations, have strong problem-solving and communication skills, and thrive in a dynamic environment. This role offers an opportunity for growth under experienced mentorship.